Before diving into today’s email, I filmed a quick video last week breaking down Notebook LM. They’re a killer new platform built off of Google’s Gemini product. Feel free to check it out below:

Click here to check it out now.

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Today’s Menu

• Europe’s Answer to GPT? Mistral Levels Up AI Game

• Bitcoin's $100K Dream—But Are Altcoins the Real Play?

Markets

TODAY IN AI

Europe’s Answer to GPT? Mistral Levels Up AI Game

French AI startup Mistral just shook the multimodal space with its newest release: Pixtral Large, a 124B parameter model that takes AI versatility to a new level. This isn’t just another upgrade—it’s a direct shot at industry giants.

• Unmatched Performance: Pixtral Large beats GPT-4o and Gemini 1.5 Pro in chart analysis, document understanding, and real-world reasoning tasks.

• Mind-Blowing Context Window: The model processes 128K tokens, handling a 300-page book or 30 high-res images simultaneously.

• Le Chat, Reinvented: The revamped platform now includes tools like web search, document analysis, and image generation, rivaling offerings from OpenAI and Anthropic.

Mistral’s move isn’t just technical—it’s geopolitical. As Europe’s top AI contender, its freely accessible tech narrows the gap between open and closed AI ecosystems.

Can a startup from France really compete with the likes of OpenAI? The stakes in the AI arms race just got higher.

^{Today In Crypto}

Bitcoin's $100K Dream—But Are Altcoins the Real Play?

Bitcoin’s momentum is undeniable, hovering just below $92,000 and outperforming broader markets. But the spotlight is shifting. Altcoins like Chainlink (LINK), Hedera (HBAR), and Uniswap (UNI) are leading gains, fueled by hopes of institutional adoption and a friendlier regulatory climate.

Here’s the twist: Hedge fund QCP predicts Bitcoin could hit $100K in the coming months. Yet they also see profits from BTC flowing into altcoins, potentially sparking an “altcoin season” in full swing.

Caution remains. Analysts warn of a potential blow-off top—a sharp drop after rapid gains—as frothy market conditions prevail.

Will Bitcoin’s dominance hold, or are altcoins about to steal the show? The coming months will test how investors play their hand in this high-stakes market.

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Thanks for reading!

Until next time,

Damon James